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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-21 |
| MD | RA | APPROVED | 2025-07-19 |
Branch Locations
11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 03/2025 | Present |
| Lowes | Timonium | MD | 03/2020 | Present |
| Loane Brothers | Towson | MD | 05/2020 | 06/2020 |
| Loane Brothers | Towson | MD | 06/2019 | 06/2019 |
| Loane Brothers | Towson | MD | 06/2018 | 07/2018 |
| Towson University | Towosn | MD | 09/2019 | 05/2024 |
| Unemployed | Towson | MD | 04/2015 | 05/2018 |
| Unemployed | Towson | MD | 08/2018 | 05/2019 |
| Dawn James Cpa | Towson | MD | 02/2025 | 02/2025 |
| Harford Retirement Planners | Bel Air | MD | 09/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
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